Mutual Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
11,122
+203
| +2% | +$3.19K | ﹤0.01% | 1141 |
|
|
2025
Q1 | $149K | Buy |
10,919
+197
| +2% | +$2.7K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $161K | Buy |
10,722
+193
| +2% | +$2.9K | ﹤0.01% | 1042 |
|
|
2024
Q3 | $153K | Buy |
10,529
+198
| +2% | +$2.88K | ﹤0.01% | 1060 |
|
|
2024
Q2 | $141K | Buy |
10,331
+203
| +2% | +$2.78K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $135K | Buy |
+10,128
| New | +$135K | ﹤0.01% | 1057 |
|
|
2023
Q3 | – | Sell |
-11,325
| Closed | -$141K | – | 997 |
|
|
2023
Q2 | $141K | Buy |
11,325
+112
| +1% | +$1.4K | 0.01% | 960 |
|
|
2023
Q1 | $131K | Buy |
11,213
+1,121
| +11% | +$13.1K | 0.01% | 943 |
|
|
2022
Q4 | $110K | Buy |
+10,092
| New | +$110K | ﹤0.01% | 897 |
|
|
2021
Q1 | – | Sell |
-12,100
| Closed | -$148K | – | 787 |
|
|
2020
Q4 | $148K | Sell |
12,100
-1,447
| -11% | -$17.7K | 0.01% | 713 |
|
|
2020
Q3 | $148K | Buy |
13,547
+755
| +6% | +$8.25K | 0.01% | 647 |
|
|
2020
Q2 | $138K | Buy |
12,792
+1,160
| +10% | +$12.5K | 0.01% | 623 |
|
|
2020
Q1 | $108K | Buy |
11,632
+154
| +1% | +$1.43K | 0.01% | 531 |
|
|
2019
Q4 | $144K | Buy |
11,478
+131
| +1% | +$1.64K | 0.02% | 574 |
|
|
2019
Q3 | $135K | Buy |
11,347
+133
| +1% | +$1.58K | 0.02% | 519 |
|
|
2019
Q2 | $134K | Buy |
11,214
+131
| +1% | +$1.57K | 0.02% | 548 |
|
|
2019
Q1 | $125K | Buy |
11,083
+135
| +1% | +$1.52K | 0.02% | 466 |
|
|
2018
Q4 | $112K | Buy |
10,948
+131
| +1% | +$1.34K | 0.02% | 419 |
|
|
2018
Q3 | $139K | Buy |
10,817
+114
| +1% | +$1.47K | 0.02% | 466 |
|
|
2018
Q2 | $130K | Buy |
10,703
+117
| +1% | +$1.42K | 0.03% | 411 |
|
|
2018
Q1 | $122K | Buy |
10,586
+117
| +1% | +$1.35K | 0.03% | 386 |
|
|
2017
Q4 | $128K | Buy |
+10,469
| New | +$128K | 0.05% | 280 |
|